FORA · Forian Inc.
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Institutional Ownership Trend
Quarterly Activity
Top New Positions
vs Mar 31, 2026Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega ROYAL BANK OF CANADA | 2,286 | $0 | |
| Large RENAISSANCE TECHNOLOGIES LLC | 41,300 | $0 | |
| Mega DIMENSIONAL FUND ADVISORS LP | 19,468 | $0 | |
| Mega STATE STREET CORP | 53,858 | $0 | |
| Mega NATIONAL BANK OF CANADA /FI/ | 2 | $0 |
| Holder | Value (USD)▼ | % of 13F | Shares | Own % | Change | Type | Filed | Open | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mid IFP Advisors, Inc | — | — | 4 | 0.000% |
0
0.0%
|
Shares | 2026-07-20 | ||||||||||||||||||||||||||
| Mega ROYAL BANK OF CANADA Bank | — | — | 2,286 | 0.007% | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid GROUP ONE TRADING LLC | — | — | 500 | 0.002% | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||
| Small Diversified Investment Strategies, LLC | — | — | 48,000 | 0.154% | Sold Out | Shares | 2026-04-30 | ||||||||||||||||||||||||||
| Mid SBI Securities Co., Ltd. Broker-Dealer | — | — | 100 | 0.000% | Sold Out | Shares | 2026-04-28 | ||||||||||||||||||||||||||
| Mega BlackRock, Inc. | — | — | 69,728 | 0.223% | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega VANGUARD CAPITAL MANAGEMENT LLC | — | — | 654,371 | 2.095% | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||
| Mid Tower Research Capital LLC (TRC) | — | — | 365 | 0.001% | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega VANGUARD FIDUCIARY TRUST CO Bank | — | — | 82,615 | 0.264% | Sold Out | Shares | 2026-05-08 | ||||||||||||||||||||||||||
| Mega STATE STREET CORP | — | — | 53,858 | 0.172% | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Portland Global Advisors LLC | — | — | 25,000 | 0.080% | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||
| Mega NATIONAL BANK OF CANADA /FI/ Bank | — | — | 2 | 0.000% | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega DIMENSIONAL FUND ADVISORS LP | — | — | 19,468 | 0.062% | Sold Out | Shares | 2026-05-07 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large RENAISSANCE TECHNOLOGIES LLC | — | — | 41,300 | 0.132% | Sold Out | Shares | 2026-05-14 | ||||||||||||||||||||||||||
| Mid OpenArc Corporate Advisory, LLC | — | — | 81,437 | 0.261% | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||
| Mega BNP PARIBAS ARBITRAGE, SA | — | — | 22 | 0.000% | Sold Out | Shares | 2026-05-12 | ||||||||||||||||||||||||||
| Mega CITIGROUP INC | — | — | 1 | 0.000% | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega Vanguard Global Advisers, LLC | — | — | 6,988 | 0.022% | Sold Out | Shares | 2026-05-08 | ||||||||||||||||||||||||||
| Mega CITADEL ADVISORS LLC | — | — | 43,153 | 0.138% | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega NORTHERN TRUST CORP Bank | — | — | 34,534 | 0.111% | Sold Out | Shares | 2026-05-14 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega WELLS FARGO & COMPANY/MN | — | — | 1 | 0.000% | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega JPMORGAN CHASE & CO | — | — | 32,659 | 0.105% | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Caitong International Asset Management Co., Ltd | — | — | 1 | 0.000% | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||
| Mega GOLDMAN SACHS GROUP INC | — | — | 18,602 | 0.060% | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro American Capital Advisory, LLC | — | — | 15,000 | 0.048% | Sold Out | Shares | 2026-04-29 | ||||||||||||||||||||||||||
| Small Aufman Associates Inc | — | — | 52,657 | 0.169% | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||
| Mid Caprock Group, LLC | — | — | 48,386 | 0.155% | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||
| Mid STALEY CAPITAL ADVISERS INC | — | — | 1,099,600 | 3.520% | Sold Out | Shares | 2026-04-29 | ||||||||||||||||||||||||||
| Mega GEODE CAPITAL MANAGEMENT, LLC | — | — | 193,235 | 0.619% | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega UBS Group AG | — | — | 1,015 | 0.003% | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Elser Financial Planning, Inc | — | — | 402,972 | 1.290% | Sold Out | Shares | 2026-04-16 | ||||||||||||||||||||||||||
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